Nelson Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $845K | Buy |
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|
2023
Q3 | $703K | Sell |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $941K | Buy |
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|
2022
Q4 | $747K | Sell |
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|
2022
Q3 | $750K | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $2.7M | Sell |
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|
2021
Q1 | $3.56M | Sell |
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|
2020
Q4 | $4.22M | Sell |
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|
2020
Q3 | $6.23M | Buy |
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|
2020
Q2 | $3.76M | Sell |
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|
2020
Q1 | $3.81M | Sell |
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|
2019
Q4 | $3.83M | Buy |
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